IHT planning: getting it right for every client

Anna is Head of Strategic Partnerships at Octopus Investments where she leads a team of six who are focused on building distribution relationships, financial adviser networks and nationals, private banks and wealth managers, family offices and professional bodies. Prior to Octopus, Anna spent 9 years at Raymond James Investment Services, working with DFMs and financial advisers in relationship management, platform and business development roles. Anna holds the IMC, IAQ, J02 Trusts and the STEP certificate in tax and estate planning. She has a BA Hons in English and Philosophy from the University of Nottingham.